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Client Service Advisor Jobs (NOW HIRING)

FIFS, LLC

Client Service Advisor

Telford, PA · On-site

$17 - $20/hr

We are seeking a Personal Lines Client Service Advisor (CSA)The CSA is responsible for building rapport with an assigned group of clients to effectively meet their insurance needs using excellent ...

FIFS, LLC

Client Service Advisor

Telford, PA · On-site

$17 - $20/hr

We are seeking a Personal Lines Client Service Advisor (CSA) The CSA is responsible for building rapport with an assigned group of clients to effectively meet their insurance needs using excellent ...

CIBC

Senior Client Service Advisor

Chicago, IL · Hybrid

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Client Service Advisor , you will serve as a trusted partner to Private Bankers, clients, and internal business ...

CIBC US

Client Service Advisor

Chicago, IL · Hybrid

$60K - $70K/yr

To learn more about CIBC, please visit CIBC.com As a Client Service Advisor , you'll foster strong relationships with clients, support their banking and financial needs, and provide an exceptional ...

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Client Service Advisor information

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$45

How much do client service advisor jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client service advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

What is the difference between Client Service Advisor vs Customer Service Representative?

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What do you do as a client service advisor?

A client service advisor assists clients by addressing their questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What cities are hiring for Client Service Advisor jobs?

Cities with the most Client Service Advisor job openings:

Who are the top companies hiring for Client Service Advisor jobs?

The top employers for Client Service Advisor jobs are:

What states have the most Client Service Advisor jobs?

States with the most job openings for Client Service Advisor jobs include:

Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Client Service Advisor

Saint Louis, MO • On-site

The Chamberlin Group
Finance and Insurance • 11 - 50 employees
Learn more about The Chamberlin Groupexternal

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Client Service Advisor
📍 St. Louis, MO | 💵 $70K-$90K base + 20% bonus potential| 🕒 Full-time The Chamberlin Group is seeking a financial services professional with a focus on developing and maintaining strong, consistent, advisor-client relationships.  The Client Service Advisor will ensure that financial plans are properly managed, maintained, and executed with care and precision.  The Client Service Advisor will have access to administrative support to assist with the more routine paperwork, processing, and account management functions.
We are a small financial planning and tax services firm, located in St. Louis, Missouri and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
Key Responsibilities Client Support and Service • Manage and track all aspects of the client onboarding process, including client paperwork, answering questions, and providing support.  Transfer and track client funds according to the plan.
• Provide updates and progress reports to clients throughout the relationship at routine intervals.
• Conduct client review meetings.
• Maintain a strong, consistent advisor-client relationship for long-term plan success, focused on client retention and referral generation. Lead Advisor Support • Maintain regular communication with Lead Advisor regarding client accounts.  Serve as primary point of contact for clients, coordinating communications and resolving issues that arise.
• Occasionally attend appointments with Lead Advisors to help advance client relationship to service team.
• Deliver and explain tax returns to clients, prepared by Enrolled Agents.
 Administrative • Actively and accurately update and maintain CRM records and notes.
• Work collaboratively with Lead Advisor to handle transactions and other client issues.
• Ensure all time-sensitive tasks are completed as promised, without fail.
• Assist with ad hoc trades and distributions on client accounts.
• Review, research, and correct paperwork, as needed.  Ensure accounts are in good order, along with transfers and investments, in a timely and accurate manner.
• Effectively communicate our fundamental investment strategies and company policies to clients.
• Attend internal training opportunities and company off-site events.
• Mentors new CSAs in conjunction with their Manager to ensure successful onboarding.
Licensing, Skills, and Experience
  • Candidates must have 3+ years of direct client service/sales experience in the insurance/securities industry.  Internal candidates will be given additional consideration.  
  • Education: College degree preferred.
  • Licenses: Series 65 or 7&66 required. Life and Health Insurance
    licenses (or must obtain within 90 days of employment.)
  • Detail-oriented self-starter with effective communication, organizational, and client service skills.
  • HubSpot and Right Capital experience a plus.
Compensation & Benefits
  • $70K - $90K + 20% bonus potential
  • Medical, Dental, Vision, 15 Days of Vacation, 10 Days of Sick Leave, and 16 paid Holidays
  • 401(k) with 3% company contribution (after 3 months)
     
Key Differentiators for The Chamberlin Group
  • Small, friendly, and fun environment.
  • Advisors are provided with qualified leads.
  • Highly collaborative and supportive work environment.
  • Outstanding office space/tech suite.
  • Work with clients nationwide.
  • Ongoing training/development.
 

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